Property Values

There are a couple business layers that present a Status field, both for showing the status of a record and for filtering result sets. When you're integrating with the Partner Hub you need to be able to identify what the string value of a status will be and how you want to interpret it. The potential values for the different Status fields are listed here.

Contact

Gender

• Unknown
• Male
• Female
• X

Salutation

• Mr
• Mrs
• Ms
• Miss
• Dr

Deal

Status - Aristo

• Pending: Currently in Process. Generated by Finance Office.
• Quote: Currently in Process. Generated by Sales Rep for Quoting Purposes.
• On-Order: Currently in Process. On Hold based on On Order Unit.
• Sold: Currently in Process. Deemed to be sold but not finalized.
• Delivered: Finalized. This Deal has been confirmed but MAY be re-opened by Accounting.
• Inactive: Cancelled. A Quote that has been made inactive do to no activity.
• Cancelled: Cancelled. A Deal that has been confirmed Cancelled by the Finance Office.

Status - v10

• Lead: Any new walkins or potential internet sales which may require additional follow up.
• Prospect: Any Potential Customers
• Quote: A customer is at the point of talking about payments regarding something specific.
• Sold: A customer has agreed to the sale.
• Delivered: The sale has been finalized and sent to the accounting office.
• Cancelled: The sale has been cancelled / lost.

These are dealership defined.

Type

• Finance: Finance Deal - use FinanceInfo. Both Balloon and Standard Financing.
• Lease: Lease Deal - use LeaseInfo
• Cash: Cash Deal - use CashInfo.

Sale Type

• Retail: Standard Retail Vehicle Sale
• DlrTrade: Trade between Dealers
• Wholesale: Wholesale Vehicle Sale
• AfterMarket: After Market Purchase
• This field can have additional Sale Types added by the Dealership

User Roles

• SalesRep: Sales Rep on the Deal
• SalesManager: Sales Manager on the Deal
• BusinessManager: Business Manager / FinanceManager on the Deal

Lease Calculation Model

• SimpleInterest: Standard Simple Interest - Rate is the APR
• MoneyFactor: Lease Money Factor - Rate is the Money Factor
• GmacSmartLease: Lease Money Factor - Modified. Rate is the Money Factor

Appointment

Status for Appointment Change

Appointment Statuses of Open - Late and Open - Missed are calculated by the system. Please do not send these values as part of a change request.

• Missed: Appointment was missed and has been cancelled. (10.4.12 or lower)
• Closed: Appointment has been marked Arrived and transferred to a Repair Order and marked Arrived
• Deleted: Appointment has been voided.
• Open: Appointment is open and if IsPending flag is on, the Appointment is pending

Status for Appointment Get

• Missed: Appointment was missed and has been cancelled. (10.4.12 or lower)
• Transfer: Appointment has been transferred to a Repair Order
• Void: Appointment has been voided
• Open: Appointment is open and pending

Parts Invoice

Status

• Open: Currently in Process. No document provided to customer yet.
• Printed: Currently in process but a printed/emailed copy has been provided.
• Cashiered: Finalized. This invoice cannot be re-opened.
• Void: Cancelled. This invoice cannot be re-opened.
• Transferred: Remaining parts moved to sell on another invoice for this customer.

Repair Orders

Status

Repair Order Statuse of Booked is calculated by the system. Please do not send these values as part of a change request.

• Open: Currently In Process.
• Cashiered: Finalized. This Repair Orders cannot be re-opened.
• Void: Cancelled. This Repair Order cannot be re-opened.
• Booked: Work has been completed by technician and billed out by service department.

Request Status

• Unassigned: Work has not started, no technician assigned.
• Preassigned: Work has not started, a technician has been preassigned to do the work.
• Assigned: Work is in progress, a technician is active on the car.
• Hold: Work is on hold, normally either for parts, equipment, or customer approval.
• Complete: Work has been completed by technician. Has not yet been billed out.
• Booked: Work has been completed by technician and billed out by service department.

Vehicle

Status

• New: In Stock New Unit
• Used: In Stock Used Unit
• OnOrder: Currently on Order
• CustomerFile: Owned by a customer of the Dealership
• Demo: In Stock Demo Unit
• Consignment: In Stock Demo Unit
• PendingTrade: Owned by a customer of the Dealership. Identified as potential Trade In by Sales Department
• Loaner: Vehicle being used as a Loaner by the Service Department
• Wholesale: In Stock Wholesale Unit